David is a Retirement Plan Consultant and Relationship Manager in the Atlanta, Georgia office and has spent his entire professional career in planning, designing, implementation as well as sales and servicing of retirement plans for public and private corporations, healthcare organizations and not-for-profit entities.
Prior to joining SageView, David worked for a National Retirement Plan Consulting firm and spent 31 years with SunTrust Banks, Inc. in its Retirement Services Division where he served as both a Relationship Manager and Business Development Officer.
During his career, David has served on various steering committees overseeing the development of defined contribution products, including documentation development, fund oversight, communication materials and portfolio strategies.
He has presented to national conferences on topics such as “Improving Communication Strategies for Participants”, “Developing a Successful Investment Policy Statement”, “How 408(b)(2) and 404(a)5 will Change 401(K) Plans Forever” and “ How to Take Advantage of the Investment Tools Available to You”.
David obtained his J.D. from The Woodrow Wilson College of Law and his B.A. in Psychology from the University of Tennessee.